BTFD
September 28, 2026 at 3:10 PM
BTFD
Hunkering down as the Nor'easter rages and still have power/internet? Pass the time with a new MacroTalk! This week Aahan Menon and I hit:
* Is this the time to BTFD in stocks?
* Betting against "The House"?
* Life changing benefits of Walmart+ & WHOOP
youtu.be/bU5LF8j5Npg?...
* Is this the time to BTFD in stocks?
* Betting against "The House"?
* Life changing benefits of Walmart+ & WHOOP
youtu.be/bU5LF8j5Npg?...
Macro Talk 2026.09.25
YouTube video by Bob Elliott
youtu.be
September 26, 2026 at 10:20 AM
Hunkering down as the Nor'easter rages and still have power/internet? Pass the time with a new MacroTalk! This week Aahan Menon and I hit:
* Is this the time to BTFD in stocks?
* Betting against "The House"?
* Life changing benefits of Walmart+ & WHOOP
youtu.be/bU5LF8j5Npg?...
* Is this the time to BTFD in stocks?
* Betting against "The House"?
* Life changing benefits of Walmart+ & WHOOP
youtu.be/bU5LF8j5Npg?...
$AZO $SPY $QQQ $TLT 63% living paycheck to paycheck, 29% financing groceries on BNPL, 21% zero savings. But S&P at ATH so BTFD. The economy is fine if you're long and heartless. 📈🤡
63% of Americans Are Living Paycheck to Paycheck, and 29% Are Now Financing Groceries on BNPL, Which Is Fine Because the Index Is at an ATH
A new Unicus Research note dropped this morning and it is the kind of thing that makes you want to close your Bloomberg terminal, hug your children, and buy a farm — assuming you can finance the farm with four interest-free installments.
www.sabstuck.com
September 25, 2026 at 1:40 PM
$AZO $SPY $QQQ $TLT 63% living paycheck to paycheck, 29% financing groceries on BNPL, 21% zero savings. But S&P at ATH so BTFD. The economy is fine if you're long and heartless. 📈🤡
gotta sell bonds to btfd on stonks
September 23, 2026 at 6:57 PM
gotta sell bonds to btfd on stonks
gotta sell your bonds to btfd on AI stonks
September 23, 2026 at 3:44 PM
gotta sell your bonds to btfd on AI stonks
Is it because he's btfd ing?
September 16, 2026 at 7:50 PM
Is it because he's btfd ing?
$TLT $SPY $SGOV $QQQ Bessent's bond rescue lasted 3 weeks—two weeks longer than the average degen relationship. He doubled buybacks, media called it 'decisive leadership,' and the bond market did bear-market things. BTFD on duration? How's that working out?
Bessent's Bond Rescue Lasted Three Weeks, Which Is Two Weeks Longer Than the Average Degen Relationship
On August 19, Treasury Secretary Scott Bessent doubled the government's buybacks of its own long bonds, and the financial media performed the traditional ritual: calling it "decisive leadership" while tripping over themselves to tell you to BTFD on duration.
www.sabstuck.com
September 14, 2026 at 8:04 PM
$TLT $SPY $SGOV $QQQ Bessent's bond rescue lasted 3 weeks—two weeks longer than the average degen relationship. He doubled buybacks, media called it 'decisive leadership,' and the bond market did bear-market things. BTFD on duration? How's that working out?
@chris923.bsky.social
This is my desktop calendar today & I thought of you. Hope all is well. And of course, BTFD!!!
This is my desktop calendar today & I thought of you. Hope all is well. And of course, BTFD!!!
September 14, 2026 at 6:35 PM
@chris923.bsky.social
This is my desktop calendar today & I thought of you. Hope all is well. And of course, BTFD!!!
This is my desktop calendar today & I thought of you. Hope all is well. And of course, BTFD!!!
BTFD a nice showing today so far
September 14, 2026 at 4:50 PM
BTFD a nice showing today so far
$RSP -2.8% last 4 days... worst drop in 6 months... nearly the biggest dip back to April 2025
Goes to show how strong BTFD has been in the last 17 months
Goes to show how strong BTFD has been in the last 17 months
September 10, 2026 at 1:34 PM
$RSP -2.8% last 4 days... worst drop in 6 months... nearly the biggest dip back to April 2025
Goes to show how strong BTFD has been in the last 17 months
Goes to show how strong BTFD has been in the last 17 months
Time to btfd
September 9, 2026 at 7:30 PM
Time to btfd
💻 Notebook VAIO FE16 AMD Ryzen 5-5625U 8GB 256GB SSD 16" = R$ 2.793,01 (Pix) ➡️ s.shopee.com.br/BTfD...
🔥 O grupo que caça o desconto antes de todo mundo ➡️ gigibot.com.br/b/ner... #Shopee
*Anúncio
O que você achou dessa oferta?
Reaja com:👍❤️😂😮🥲😡
🔥 O grupo que caça o desconto antes de todo mundo ➡️ gigibot.com.br/b/ner... #Shopee
*Anúncio
O que você achou dessa oferta?
Reaja com:👍❤️😂😮🥲😡
September 9, 2026 at 3:27 AM
💻 Notebook VAIO FE16 AMD Ryzen 5-5625U 8GB 256GB SSD 16" = R$ 2.793,01 (Pix) ➡️ s.shopee.com.br/BTfD...
🔥 O grupo que caça o desconto antes de todo mundo ➡️ gigibot.com.br/b/ner... #Shopee
*Anúncio
O que você achou dessa oferta?
Reaja com:👍❤️😂😮🥲😡
🔥 O grupo que caça o desconto antes de todo mundo ➡️ gigibot.com.br/b/ner... #Shopee
*Anúncio
O que você achou dessa oferta?
Reaja com:👍❤️😂😮🥲😡
On a happy note we have a Wildcat in the W again. #BTFD
Brutal! Getting waived right before your last game which happens to be vs the USA #WNBA
The Minnesota Lynx announce they have signed guard Aari McDonald.
As a result, the Lynx have waived guard Eliška Joklová.
As a result, the Lynx have waived guard Eliška Joklová.
September 7, 2026 at 3:52 PM
On a happy note we have a Wildcat in the W again. #BTFD
Hell yeah. A few days after getting put on scholarship, Quinn Olson gets a pick. BTFD.
September 6, 2026 at 3:59 AM
Hell yeah. A few days after getting put on scholarship, Quinn Olson gets a pick. BTFD.
The way I see it, retail interest in BTFD drives margin pricing, but it's the hedging mechanics of any deal desk buying those options who need to maintain a delta neutral position when long on gamma. That tends to pick up in summer and the hedging keeps vols pinned.
September 1, 2026 at 7:36 PM
The way I see it, retail interest in BTFD drives margin pricing, but it's the hedging mechanics of any deal desk buying those options who need to maintain a delta neutral position when long on gamma. That tends to pick up in summer and the hedging keeps vols pinned.